Safety, Risk and Compliance


Leverage Worker and Subcontractor compliance to expedite orientations, manage licenses, expedite enrollments and manage permits and JHA’s to manage safety programs and reduce risk. Reduce claims, insurance and captive costs all in one place.



Reduce orientation time by 90% plus with remote and pre-job site arrival orientations. Include videos, testing, license verification, uploads and more. Include statuses of: Approved, Rejected, Region, Subcontractor, Sticker Number, Contact Details, Disciplinary Strikes, Enrollment Acknowledgement, Emergency Contacts, Worker Questions, Current Licenses, Associated JHA’s, Completed Questions, Regional Approvals, and Signatures


Track insurance and license expiration dates to provide notification when approaching expiration dates or expired. Simplify compliance tracking by centralizing data and providing notifications. Be proactive in tracking down information. Ensure compliance information is up to date, reducing project risk. Include expired license reporting and expired in-use reporting.

Monitor licenses for forklift trucks, with expired dates, issuer/State, scanned copies, issue dates, and card/licenses.

Job Hazard Analysis (JHA)

Create site-specific JHA’s that identify work that is high risk. Specify hazards relating to high-risk construction. Include the measures included to control risk. Include: Image uploads, Pre-work Hazard Analysis, areas of Concern, Protective Equipment, Specific Hazard and Abatements, Related Trades, chemical hazard SDS’s, approve JHA checklists, workers assigned to JHA’s including signatures, equipment associated with JHA, permits associated with JHA.

Worker and Subcontractor Compliance

Submit regional and companywide compliance requirements including Orientation, Licenses, Permits, JHA’s, Safety Plans, Meetings and more on a single platform. Include equipment, site, hot work, and other permits and certifications.



Expedite day one with workers who understand orientations and safety requirements. Self-guided enrollments can be completed in advance of site arrival. Increase face-to-face time. Eliminate tracking certificates, licenses, and other information with direct uploads to user profiles. Include general acknowledgments, and site-specific acknowledgments.



Eliminate paper permit processing. Design forms and workflows. Schedule virtual inspections. Collect documents on mobile and online. Expedite approvals. Include permit details, approvals, signatures and planned-to-actual permit times. Leverage checklists, permit details by location, subcontractor, proposed start time, proposed end time and status.

Safety Plans

Leverage prebuilt safety plan templates to reduce time and improve communication with workers and subcontractors. Outline safety procedures, rules, regulations, potential hazards and mitigation steps. Include safety plan details, checklists, and reviews.

Pre-Task Plans

Project managers can use Pre-Task Planning (PTP) to develop contractor and employee responsibilities. Create an injury prevention plan and safety program. Assess training needs while at the same time assessing the safety equipment and different types of construction activities to be conducted at the job site.

Include: Location, Task Lists, Detail Q/A, Associated Permits, Associated Equipment, Asc JHAs, Worker Assignments, Observations, Checklist Reviews, and Actions.

Injury Reports

Effortlessly produce OSHA-ready injury reports. Record, track and effortlessly produce OSHA-ready reports for your organization’s work-related injuries and illnesses. Complete then print or electronically submit your OSHA 300, 300A, and 301 incident reporting forms directly to OSHA, reducing the time required for producing these essential reports. Include: Worker Type, Person Injured, Date Added, Injury Date, LTI, Nature, Reported by, Description


Integrated Claims Management

Manage injury, claims and compensation in the same place as safety compliance. Streamline processes including return to work plans, access to a library of aids and support documents.



Use pre-loaded checklists and templates across each project to ensure project accuracy. Include reference IDs, inspection types, description details, checklists, attendees and leading indicator data to reduce workers comp and captive insurance cost.


Manage Punch Lists

Save time with mobile punch lists assigned to workers and subcontractors in the field. Escalate items with routing through questions pre-populated on forms.


Equipment Inductions

Details, Status, Project Details, Service Dates, Inspections, Permits Issued


Meeting Management

Manage all aspects of project meetings from agenda distribution to post-meeting approval of minutes

Track Meeting Details and Assign Action Items:

  • Create a digital record of project meetings
  • Distribute meeting agendas and minutes via email
  • Organize and track meeting details
  • Hold meetings from anywhere with your mobile device
  • Assign action items
  • Create standard Toolbox talks to reduce time

Include: Meeting Types, Times, Titles, Meeting Details, Toolbox Talks, Participants, Attendance, and Attachments

Incident Tracking

Respond quickly when unforeseen accidents happen. Document on mobile, in the field with attachments. Workflow notification and awareness to project stakeholders across the organization. Track incidents to identify future risks and take preventive actions. Simplify EHS incident reporting.

  • Create injury or illness, near miss, environmental and property damage records
  • Utilize incident data to identify risks and take preventative actions
  • Gain insights into your incident patterns
  • Automatically alert necessary stakeholders
  • Create witness statement recordings
  • Manage exposure to liabilities, minimize losses and avoid penalties
  • Lower insurance premiums by improving reporting requirements and safety management processes

Include: Incident Summary, Details, Location, Supervisor, Incident Information, and Site Evidence (Photos)



Manage safety violations or good practices. Track, assign and report on multiple types of construction observations, positive and negative to improve leading indicators. Create safer worksites while reducing workers’ compensation rates with lower LTI rates

  • Create observations as a stand-alone items, from inspections or drawings, whether in the office or out in the field
  • Attach supporting documentation including photos, drawings, and links to specs
  • Keep observations separate from completion items
  • Stay on top of work-to-complete to minimize punch list items
  • Assign responsible party due dates
  • Manage observations through completion. Maintain real-time history.

Include: Details, Location, Assignment, and Observation Status